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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,623 | $202,342-18.1% | $172,753-4.1% | $152,909+8.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.02% | 1029.88%-1003.9pp | 803.00%-777.0pp | 345.46%-319.4pp |
| Employer contribution / active EE | $8,717 | $5,857+48.8% | $5,144+69.5% | $4,764+83.0% |
| Participant deferral / active EE | $5,352 | $5,948-10.0% | $5,198+3.0% | $5,851-8.5% |
| Admin fee / account holder | $2,481 | $17,112-85.5% | $13,956-82.2% | $11,601-78.6% |